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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSA
476
Cottage Street Advisors
Massachusetts
$628K +$18.5K +495 +3%
ECM
477
Elgethun Capital Management
South Dakota
$625K
RG
478
Rathbones Group
United Kingdom
$625K
SS
479
Simplicity Solutions
Minnesota
$623K -$467K -12,516 -43%
GIA
480
Gladstone Institutional Advisory
Florida
$622K -$34.8K -932 -5%
PCM
481
Prelude Capital Management
New York
$622K -$410 -11 -0.1%
MFG
482
Magnus Financial Group
New York
$622K +$55.5K +1,489 +10%
CSIC
483
Clifford Swan Investment Counsel
California
$620K +$133K +3,576 +28%
EWA
484
EP Wealth Advisors
California
$619K +$213K +5,711 +53%
HKAM
485
Horizon Kinetics Asset Management
New York
$609K -$104K -2,800 -15%
LWAC
486
Laurel Wealth Advisors (California)
California
$608K +$73K +1,956 +14%
CFG
487
Citizens Financial Group
Rhode Island
$605K
CWA
488
Clarus Wealth Advisors
Arizona
$602K +$23.4K +626 +4%
GM
489
GeoWealth Management
Illinois
$599K -$103K -2,773 -15%
WI
490
WrapManager Inc
California
$596K -$281K -7,543 -32%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$587K
FWIA
492
Fort Washington Investment Advisors
Ohio
$585K +$9.33K +250 +2%
UB
493
UMB Bank
Missouri
$583K -$135K -3,610 -19%
PFA
494
Paradigm Financial Advisors
Missouri
$578K +$9.66K +259 +2%
ATC
495
Argent Trust Co
Tennessee
$577K -$122K -3,276 -18%
CK
496
Cohen Klingenstein
New York
$564K
CAL
497
Capital Advisors Ltd
Ohio
$562K -$83.8K -2,246 -13%
SFG
498
StrategIQ Financial Group
Indiana
$562K -$18.5K -497 -3%
CL
499
CPWM LLC
Washington
$562K
G
500
GenTrust
Florida
$560K +$18.7K +500 +3%